See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,729 | $83,337-66.7% | $67,834-59.1% | $273,961-89.9% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 69.99% | 259.45%-189.5pp | 138.47%-68.5pp | 41.45%+28.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,554 | $4,088-62.0% | $3,160-50.8% | $5,287-70.6% |
| Admin fee / account holder | $247 | $6,752-96.3% | $4,622-94.7% | $10,132-97.6% |